LaTika Tillis

Operations Manager, Private Investment Specialist

LaTika Tillis has been on our team for over 15 years providing help and service to many of our clients. LaTika currently serves as Operations Manager and Private Investments Specialist helping all the clients and our whole team in many ways. Earlier in her career, LaTika worked previously as a Senior Wealth Management Associate and was responsible for all essential functions relating to new and existing clients as well as maintaining client relationships. In her role as Private Investments Specialist, she focuses on building relationships with investment sponsors and educating her team and clients on the different private investment opportunities available. She also provides operational oversight for marketing of the funds, the subscription process, and coordinating capital calls for clients. She is a graduate of Baylor University.

A native Houstonian, LaTika is a married mother of three beautiful girls and enjoys spending time with her family, reading, and singing.